See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,506 | $159,602-53.9% | $150,045-51.0% | $142,382-48.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 139.27% | 70.24%+69.0pp | 62.55%+76.7pp | 217.08%-77.8pp |
| Employer contribution / active EE | $6,477 | $4,961+30.6% | $4,693+38.0% | $4,299+50.7% |
| Participant deferral / active EE | $9,771 | $8,310+17.6% | $7,997+22.2% | $6,507+50.2% |
| Admin fee / account holder | $802 | $14,846-94.6% | $13,435-94.0% | $12,624-93.6% |